Accurate overlays and performance reports

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Hi Mark

Could you please advise on a question about portfolio overlay comparisons..

In my portfolio I keep an investment which I want to use as a benchmark. It is a fund in which I have not invested.

This benchmark fund makes distributions periodically which I have to record if I want meaningful comparisons with my portfolio.

But the thing is, once I record distributions for the benchmark, my Portfolio Performance report is then affected - it is inaccurate because of these distributions (I haven't received them, they're only there for comparison purposes).

How can I achieve both these aims.. a meaningful comparison for my portfolio, and an accurate portfolio performance report?

Thanks for help.

Replies:

• Re: Accurate overlays and performance reports Mark 09:36:30 01/27/05 (7)
  • Re: Accurate overlays and performance reports Wesley 23:01:41 01/28/05 (6)
    • Re: Accurate overlays and performance reports jeffrey 09:46:18 02/24/05 (4)
      • Re: Accurate overlays and performance reports Mark 09:42:58 02/28/05 (2)
        • Re: Accurate overlays and performance reports jeffrey 23:53:49 04/13/05 (1)
          • Re: Accurate overlays and performance reports Mark 10:50:20 04/14/05 (0)
      • Re: Accurate overlays and performance reports faith 21:09:37 02/25/05 (0)
    • Re: Accurate overlays and performance reports Faith 16:43:19 01/29/05 (0)